How Will Dynamics 365 Effect Microsoft Dynamics CRM Customers?

You may have heard about Dynamics 365, which is the latest offering from Microsoft for small to midsize businesses. This new offering is taking the place of Dynamics CRM Online and customers will soon transition to the new platform. Some of the most asked questions about this transition are below.How will this transition effect me?

If you're running CRM on-premise there will be no effect on your system.

No more flipping between programs and cutting and pasting. With Dynamics 365, the structured workflow of business apps is connected with the unstructured work of collaboration and productivity. This will lead to a much more productive experience.

365 uses a common data model, shared with Office 365, to simplify data management and integration across apps and business processes.

Offers tech savvy business customers/analysts, aka “citizen developers,” (using Power Apps, Power BI Embedded and Microsoft Flow) and professional developers (using Azure platform services) a consistent way in which to compose new apps and easily extend and modify existing ones.

Comes with connectors that let you integrate with applications and services from Microsoft and our partners - including custom API’s and on premise systems.

An all new business process flow and business rule visual designer with drag-and-drop functionality

All new editable grid functionality which allows the user to perform inline editing of records in both the web and mobile clients

Both editions let you choose Apps based on what functionality you need. These Apps are the same CRM functions and screens you currently use. You can choose specific Apps or bundle them all together in a plan. Apps include sales, customer service, operations, marketing, project service automation and more.